Discreet Wealth Management for East Hampton's Most Private Families
East Hampton is one of the most recognizable (and most expensive) addresses in America. The families who call it home expect a level of discretion, sophistication, and personalized attention that most advisory firms simply cannot provide. We can.
65 min from our Hauppauge office
What Changes When Everything Works Together
Most advisory firms do one thing well and outsource the rest. At United Financial Planning Group, your investment decisions, retirement timeline, and tax planning reinforce each other, because the same team handles all three.
CFP® professionals, CPAs, and Enrolled Agents work side by side, not across town. Hover over a service to see how it connects to your complete financial picture.
Why East Hampton Families Trust United Financial Planning Group
From the celebrity estates along Further Lane to the creative community around Guild Hall, our clients value one thing above all else: an advisor who protects both their wealth and their privacy.
Privacy-Focused Wealth Management
East Hampton clients often have public profiles and private financial lives. We operate with strict confidentiality protocols, limit information sharing to need-to-know professionals, and structure financial plans to minimize public disclosure. In East Hampton,, discretion isn't a luxury, it's a requirement.
Media & Entertainment Income Planning
Residual payments, backend profit participation, licensing deals, and production company income create financial complexity that generic advisors don't understand. We work with entertainment attorneys and specialized CPAs to plan around variable income streams, SAG-AFTRA pension considerations, and the unique cash flow patterns of creative professionals.
Alternative Minimum Tax Strategies
High-income East Hampton residents frequently trigger the Alternative Minimum Tax through large incentive stock option exercises, significant state and local tax deductions, and private activity bond income. We model AMT exposure across multiple scenarios and time option exercises, charitable gifts, and income recognition to reduce the impact.
Life Insurance for Estate Tax Mitigation
With East Hampton property values routinely exceeding $10M, estate tax exposure is a real concern. We evaluate irrevocable life insurance trusts (ILITs) and second-to-die policies as tools to provide liquidity for estate tax obligations, ensuring heirs don't need to sell the family compound to settle a tax bill.
Fee-Only, Fiduciary - Always
In a town where everyone has an angle, we don't. No commissions, no product sales, no hidden incentives. Our fee-only structure means our only obligation is to you.
Why East Hampton Requires a Different Kind of Advisor
The concentration of wealth in East Hampton is extraordinary, but so is the concentration of financial risk. Clients here often have complex income from entertainment, finance, or entrepreneurial ventures that doesn't arrive in predictable paychecks. They face intense media scrutiny that makes financial privacy essential. Their estate plans must account for properties worth tens of millions, art collections, and family dynamics that span coasts. A cookie-cutter financial plan doesn't work here. We build bespoke strategies that reflect the reality of how wealth is earned, protected, and transferred in East Hampton, with the discretion that our clients' lives demand.
A one stop shop for your
entire financial life
Financial Planning
A comprehensive roadmap for your financial future, built around your actual life and informed by deep tax expertise most planners simply don't have.
Learn moreHypothetical illustration only. Not actual client results. Past performance does not guarantee future results. Investing involves risk, including possible loss of principal.
Investment Management
Tax-aware portfolio management that considers how every trade, every rebalance, and every distribution flows through to your tax return.
Learn moreHypothetical illustration only. Dollar figures do not represent actual client results. Individual outcomes vary based on circumstances.
Tax Planning & Preparation
Proactive, year-round strategies to reduce your lifetime tax burden, prepared by CPAs and Enrolled Agents who already know your financial story.
Learn moreBuilt for Financial Lives That Don't Fit in a Template
Retirement Readiness
Retirement income gap analysis
Roth conversion strategy
Health insurance bridge modeled
Hypothetical illustration only. Dollar figures do not represent actual client results. Individual outcomes vary based on personal circumstances.
Fee-Only. Fiduciary. No Exceptions.
We don't earn commissions. We don't sell products. As a fee-only registered investment advisor, every recommendation we make is legally required to be in your best interest.
Years of experience
Under management
States served nationwide
What Our Clients Say
Also Serving Nearby Communities
Our team works with families and professionals across Long Island. Explore how we serve communities near you.
Ready to Stop Coordinating Between Advisors?
Schedule a no-pressure conversation. We'll listen to what's going on in your financial life and help you decide if working together makes sense.